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Investment Client Services Advisor

Job in Lancashire, Lancashire, England, UK
Listing for: SS&C
Full Time position
Listed on 2026-07-24
Job specializations:
  • Customer Service/HelpDesk
    Bilingual
Salary/Wage Range or Industry Benchmark: 18000 - 24000 GBP Yearly GBP 18000.00 24000.00 YEAR
Job Description & How to Apply Below

SS&C's Call Centre, Client Services Voice, is the hub for delivering excellent customer service to clients, IFAs, investors and financial institutions. You will handle incoming queries on the phone, update details, and provide portfolio information while learning about ISAs, Unit Trusts, Investment Trusts and OEICs.

We offer a comprehensive training program lasting up to 12 weeks, blending classroom and phone-based learning to support you in excelling in this role within a diverse and

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